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Mark D. Daviau

Certified Financial Planner Professional, Financial Services Executive

CFP®, AEP®, ChFC®, LUTCF®, RFC®

Biography

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Retirement Income Planning
  • Risk Management Strategies
  • Estate Planning
  • Financial Education

Languages

  • English

CRN201912-180567

Check the background of this investment professional on FINRA's BrokerCheck